Cherry Tree Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 818 shares of VT stock, worth $98,912. This represents 0.02% of its overall portfolio holdings.

Number of Shares
818
Previous 990 17.37%
Holding current value
$98,912
Previous $112 Million 12.19%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$107.72 - $119.96 $18,527 - $20,633
-172 Reduced 17.37%
818 $97.9 Million
Q2 2023

Aug 09, 2023
BUY
$91.33 - $98.06 $90,416 - $97,079
990 New
990 $96 Million

Others Institutions Holding VT

# of Institutions
1,028
Shares Held
87.6M
Call Options Held
149K
Put Options Held
45.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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